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iShares US Financials ETF
IYF

Overview Fund Activity

451 hedge funds and large institutions have $2.37B invested in iShares US Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 130 increasing their positions, 129 reducing their positions, and 22 closing their positions.

Holders
451
Holders Change
+35
Holders Change %
+8.41%
% of All Funds
6.06%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
70
Increased
130
Reduced
129
Closed
22
Calls
$423K
Puts
$218K
Net Calls
+$205K
Net Calls Change
+$509K

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$44M
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$34.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$41.5M
4
SWP
4
Sagespring Wealth Partners
Tennessee
$26.8M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$23.5M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$6.15M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119M
4
Goldman Sachs
4
Goldman Sachs
New York
$84M
5
MWM
5
MinichMacGregor Wealth Management
New York
$13.9M
Name Market Value Shares Shares
Change 		Shares
Change %
NF
101
Nvest Financial
New Hampshire
$1.94M 16,016 +16,016 New
MIA
102
MMBG Investment Advisors
Florida
$1.9M 15,701 – –
Citigroup
103
Citigroup
New York
$1.9M 15,687 +10,277 +190%
AC
104
AlphaCore Capital
California
$1.89M 15,627 +15,608 +82,147%
CWM
105
Congress Wealth Management
Massachusetts
$1.82M 15,058 +41 +0.3%
Creative Planning
106
Creative Planning
Kansas
$1.8M 14,840 -502 -3%
QCM
107
Quantinno Capital Management
New York
$1.78M 14,708 +2,575 +21%
SAM
108
Smartleaf Asset Management
Massachusetts
$1.76M 14,631 +3,605 +33%
LJCM
109
Lee Johnson Capital Management
Texas
$1.73M 14,279 +14,279 New
Citadel Advisors
110
Citadel Advisors
Florida
$1.72M 14,178 -25,638 -64%
GIA
111
Gladstone Institutional Advisory
Florida
$1.69M 13,981 -168 -1%
Jane Street
112
Jane Street
New York
$1.67M 13,815 +11,629 +532%
EL
113
Essex LLC
Illinois
$1.61M 13,323 +2,601 +24%
TFM
114
Trademark Financial Management
Minnesota
$1.59M 13,107 +9,690 +284%
William Blair & Company
115
William Blair & Company
Illinois
$1.57M 13,012 +1,610 +14%
PGFC
116
Peapack-Gladstone Financial Corp
New Jersey
$1.56M 12,887 -249 -2%
Bank of New York Mellon
117
Bank of New York Mellon
New York
$1.48M 12,203 +68 +0.6%
HAM
118
Harmony Asset Management
Arizona
$1.48M 12,193 -726 -6%
KIA
119
KCM Investment Advisors
California
$1.47M 12,162 +14 +0.1%
GCA
120
Genesee Capital Advisors
New York
$1.45M 12,020 +12,020 New
WA
121
WESPAC Advisors
California
$1.43M 11,837 -704 -6%
AAS
122
Ameritas Advisory Services
Nebraska
$1.4M 11,608 -466 -4%
MCM
123
MAI Capital Management
Ohio
$1.4M 11,574 -1,075 -8%
NWA
124
Navis Wealth Advisors
New York
$1.37M 11,343 +36 +0.3%
QPWM
125
Quadrant Private Wealth Management
Pennsylvania
$1.33M 11,003 +11,003 New
3 4
5
6 7